Registration List: BEPC Hot Topic Webinar: Massachusetts Giveth and It Taketh Away

Artika Angel

Estate & Elder Law Advisory PLLC

RSVP Comments: N/A

Attending: Yes

Robert Arone

Orsi, Arone, Rothenberg, Turner

RSVP Comments: N/A

Attending: Yes

Barbara Attardo

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Talia Azzaretto

Burns & Levinson LLP

RSVP Comments: N/A

Attending: Yes

Laura K. Barooshian

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Brett Barthelmeh

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Tiffany Bentley

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Emily Berlin

Goulston & Storrs PC

RSVP Comments: N/A

Attending: Yes

Colby Bircher

Fidelity Charitable

RSVP Comments: N/A

Attending: Yes

Jared Bishop

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Zachary Bourque

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Margaret Brennan

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Chuck Brown

LongView Investment Advisors LLC

RSVP Comments: N/A

Attending: Yes

Michael Cecere

Gray, Gray & Gray LLP

RSVP Comments: N/A

Attending: Yes

Regina Cheung

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Alistair Christopher

Withers Bergman LLP

RSVP Comments: N/A

Attending: Yes

Jennifer Civitella Hilario

JC Hilario, PC

RSVP Comments: N/A

Attending: Yes

Leonard Clark

Marcum LLP

RSVP Comments: N/A

Attending: Yes

Kimberly Clouse

AdvicePeriod

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Anne Colacarro

American Cancer Society

RSVP Comments: N/A

Attending: Yes

William Collins

MAI Capital Management, LLC

RSVP Comments: N/A

Attending: Yes

Ada Colomb

Vacovec, Mayotte & Singer LLP

RSVP Comments: N/A

Attending: Yes

Liza Connelly

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Lauren Cosulich

Summit Trail Advisors

RSVP Comments: N/A

Attending: Yes

Kyle Cox

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Eric Cunnane

Goulston & Storrs

RSVP Comments: N/A

Attending: Yes

Herb Daroff

BAYSTATE FINANCIAL PLANNING

RSVP Comments: N/A

Attending: Yes

Derek DeFronzo

Mamacos, Bysiewicz & Associates

RSVP Comments: N/A

Attending: Yes

Marie DelRossi

Private Consultant

RSVP Comments: N/A

Attending: Yes

Eric Denny

RSM US LLP

RSVP Comments: N/A

Attending: Yes

Gillian DeSilva

Cabot-Wellington, LLC

RSVP Comments: N/A

Attending: Yes

John Donahue

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Sean Donovan

Northern Trust

RSVP Comments: N/A

Attending: Yes

Liz Drake

Bob Goldman Law LLP

RSVP Comments: N/A

Attending: Yes

Steven Dray

Zevin Asset Management, LLC

RSVP Comments: N/A

Attending: Yes

Mary Ann Duffey

Loring, Wolcott & Coolidge

RSVP Comments: N/A

Attending: Yes

Annette Eaton

Northern Trust

RSVP Comments: N/A

Attending: Yes

Kathryn Espana

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

David Ferraro

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Peter Fisher

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

Boston Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Jessie Foster

JP Morgan

RSVP Comments: N/A

Attending: Yes

Dara Lynn Freytag

Tarlow Breed Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Katherine Galloway

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Emily Gansler

Loring, Wolcott & Coolidge Trust, LLC

RSVP Comments: N/A

Attending: Yes

Zev Gewurz

Goulston Storrs

RSVP Comments: N/A

Attending: Yes

Matthew Goldwasser

Goldwasser Insurance Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Ray Goodman

The University of Massachusetts Foundation

RSVP Comments: N/A

Attending: Yes

Dyan Goodwin

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Sarah Grandfield

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Toni Grimm

TFC Financial Management, Inc

RSVP Comments: N/A

Attending: Yes

Alexander Gross

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Christopher Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Richard Gulman

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Martin Hall

Hall & Diana LLC

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Pamela Halter

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

Michelle Harden

Tonneson & Co

RSVP Comments: N/A

Attending: Yes

Neal Hegge

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Peter Herbst

Herbst Law Group, LLC

RSVP Comments: N/A

Attending: Yes

Andrew Hochberg

Tamkin & Hochberg, LLP

RSVP Comments: N/A

Attending: Yes

Lilli Homer

SCS Financial

RSVP Comments: N/A

Attending: Yes

Rawson Hubbell

RWA Wealth Partners

RSVP Comments: N/A

Attending: Yes

Paula Ingle

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

David Keefe

4-Point Financial

RSVP Comments: N/A

Attending: Yes

Ruth Kennedy Sudduth

LandVest, Inc.

RSVP Comments: N/A

Attending: Yes

Michaela Kieran

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Tim King

Merrill Lynch Private Banking & Investment Group

RSVP Comments: N/A

Attending: Yes

Alisa G. Kreger

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Marie LeBlanc

Transitions Liquidation Services

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency, Inc

RSVP Comments: N/A

Attending: Yes

Robert Lieberson

Moody Lynn & Lieberson LLC

RSVP Comments: N/A

Attending: Yes

Ryan Luks

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

James Machinchick

Lake Street Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Masters

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Lee McGowan

Monument Group Wealth Advisors

RSVP Comments: N/A

Attending: Yes

Ashley McKay

JOHNSON O'CONNOR FERON & CARUCCI LLP

RSVP Comments: N/A

Attending: Yes

Kristin McKenna

Darrow Wealth Management

RSVP Comments: N/A

Attending: Yes

Luke G. Meekins

FleetStar Financial

RSVP Comments: N/A

Attending: Yes

Lisa Melpignano

Boston Trust Walden Company

RSVP Comments: N/A

Attending: Yes

Micaela Mirabassi

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Kevin Mooney

The PenFacs Group

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Robert Newcomb

EY

RSVP Comments: N/A

Attending: Yes

Thomas Nonnweiler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

Boston Financial Management Inc.

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Lindsy Owens

BNY Wealth Management

RSVP Comments: N/A

Attending: Yes

Rachelle Packard

Enterprise Wealth Management

RSVP Comments: N/A

Attending: Yes

Lucas Parker

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Christopher Perry

The Northern Trust Company

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar, MST, CFP®, AEP®

Anchor Capital

RSVP Comments: N/A

Attending: Yes

Phillip Rothman

NJL&C

RSVP Comments: N/A

Attending: Yes

Kathleen Sablone

Boston Financial Management

RSVP Comments: N/A

Attending: Yes

Andrew Safir

Safir Wealth Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Sandra Saner

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Matthew Santangelo

BNY Mellon Wealth Management

RSVP Comments: N/A

Attending: Yes

Steve Sarcione

JDJ/Maestro Financial Solutions

RSVP Comments: N/A

Attending: Yes

Judy Saxe

CIBC

RSVP Comments: N/A

Attending: Yes

Janet Schwartz

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Meaghan Schweitzer

Neuberger Berman

RSVP Comments: N/A

Attending: Yes

Marjory Selig

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Mary Shahian

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Nicholas Sharis

SCS Financial Services LLC

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Matthew Sherman

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Nikki Marie Sherwood

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Josh Silverstein

Brecher, Wyner, Simons, Fox & Bolan, P.C.

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

William Speciale

Cerity Partners

RSVP Comments: N/A

Attending: Yes

Kerry Spindler

Goulston & Storrs PC

RSVP Comments: N/A

Attending: Yes

Leanne Stafford

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Steele

Baystate Financial

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

RSVP Comments: N/A

Attending: Yes

Kevin Strobel

Wolf & Company, P.C.

RSVP Comments: N/A

Attending: Yes

Abby Thackston

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Brian Thompson

Lake Street Advisors

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Scott Treacy

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Elana Vasi-Smith

JDJ Family Office Services

RSVP Comments: N/A

Attending: Yes

Alice K. Walsh

Middleton & Company, Inc.

RSVP Comments: N/A

Attending: Yes

Debra Whitney

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Theodore Yoos

Cornerstone Financial Management LLC

RSVP Comments: N/A

Attending: Yes

Nora Yousif

RBC Wealth Management

RSVP Comments: N/A

Attending: Yes

Sahri Zeger

CohnReznick LLP

RSVP Comments: N/A

Attending: Yes